Q: Hey peter, what is the best way to gain leverage on a change in gold prices and sentiment? Can you suggest a basket of small gold plays you like? (Maybe 5-10 names, under 500 mill marketcap). Also, what is your take on the 3x etfs such as nugt, uslv and ugld? Thank you
Q: Good Morning! I was very surprised not to see MND in your model portfolio. From the answers you have provided to the memberships questions, I would have thought it would have been included in the portfolio. Can you provide an explanation as to why it was omitted from your selections? Thanks
Q: Peter and staff: Following Sentry Select's distribution cut on Precious Metals and Mining MMP.UN, do you have an opinion on this stock? The stock still has a huge yield after the cut and the impact on the current stock price looks minimal following the shakeout. From Sentry's website: "Sentry believes this distribution decrease is prudent and beneficial for unitholders in the current environment for gold mining equities. In Sentry's view, gold mining equities are at their lowest valuations relative to the gold price in twenty-five years and represent an exceptional investment opportunity. It is Sentry's opinion that this distribution decrease will improve unitholders' potential total return by maintaining the capital invested in the Trust while still respecting the Trust's cash distribution objective." Do you agree with their assessment and what is your outlook on this sector? Thanks for your input.
Q: Hi Peter and Team, regarding Primary Metals, PME, would you please comment on their recent release regarding the distribution? Is it safe now to buy for the distribution, and growth of course? Is this a dividend or return of capital or combination? Can you please tell me what the MER is if possible? At 9 cents per month distribution just confirmed, is this one worth jumping into now considerin how hard the unit price has been hit? Thanks!
Q: I see that mmp.un has reduced their distribution, I read that this distribution is not a dividend but rather a return of capital. Can you explain the difference between dividend and return of capital?
Q: Hi All, I have very little exposure to the precious metals sector. I see that the sector is very beat up. I have two questions: 1. Do you think this sector may turn around this year? 2. Would BMO Junior Gold Index ETF (ZJG.TO) be a decent way to get exposure?
Q: Hi Peter.
When do u purchase gold stocks once they have corrected so much? Do u try to time the bottom (falling knife) or wait for confirmed up trends to establish - like technicals? or fundamentals? US dollar weakness, market conditions? or what?
Once u decide, do u look for Large, Mid or Small cap?
Thanks.
As they have updated their resource data and announced new drilling results, could you please update your thoughts on AXR. Would this be one of your preferred picks in the sector and if so, what would you recommend re buying - purchase now or wait until late summer to catch what is sometimes a good seasonal time.
Many thanks.
Q: Hello 5i.
With their recent 50 million debenture debacle is San Gold (SGR) done like dinner?
Cheers - Chris (a beleaguered and frustrated shareholder)
Q: Hello 5i,Could you comment on Osisko OSK as to the company and if you have an opinion as to if they will announce a dividend
and do you think ther is more downside to this stock as I am looking for an entry point.
Thanks
Q: With gold and silver stocks beaten up so bad do u feel it may be time to buy in now or wait until we see some weakness in the US dollar or other signals to buy? - and if it's time to buy could you recommend 3 gold and silver stocks you like in each (large cap, mid & small).
Thank you.